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Idea. Allow the "Related To" in New Timeline Feature to be a "Contains" rather than "Starts With" S

  • June 12, 2018
  • 4 replies
  • 24 views

sagan_sherlin
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I love that we have the ability to add Timeline Entries from the new Global Timeline Tab!  But if we could have the option to change the search type in the Related To section to "Contains" rather than "Starts With" - that would be awesome!  [Or allow us to search by our Customer Numbers - That would work as well.]

[i]We have multiple customers that all start with the same name - but the ending is different.  So while they can type out the name, it's easier for them to type in the customer number in the search box and go directly to the account.  But many of our users love this Timeline tab feature as it's displays everything for them in one spot!

🙂

4 replies

sagan_sherlin
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  • Author
  • Helper ⭐️⭐️
  • June 14, 2018
Other post regarding same request - but in a different section of the software:

https://community.gainsight.com/gainsight/topics/idea-when-creating-a-cta-from-the-cockpit-having-th...

🙂

sai_ram
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  • Expert ⭐️⭐️
  • June 21, 2018
Hi Sagan, Make sense, we will add this to our road-map.

Thanks for bringing this!

sagan_sherlin
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  • Author
  • Helper ⭐️⭐️
  • June 21, 2018
Awesome! Thanks Sai! 🙂

andrew_cummins
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This is a good idea as well! +1 for me. Just would like to also see that account number displayed visually in the search view. https://community.gainsight.com/gainsight/topics/global-timeline-with-my-accounts-section